Operations Manager

Operations Manager (Financial Planning)

Location: Central London
Package: Up to £55,000, quarterly bonus scheme, private medical insurance, hybrid, and more
Working hours: Full Time, Monday‑Friday, 8:45am‑5:30pm

A fantastic opportunity has arisen for an experienced Operations Manager to join a highly established and reputable Chartered Financial Planner in Central London. This is a crucial role, bridging the gap between high level strategy and daily execution, optimising workflows, and ensuring the firm remains compliant and profitable.

In this role you will oversee day‑to‑day functions of the business, ensuring operational excellence. If you have operations management experience with finance, this is the perfect role.

Responsibilities

• Prepare management accounts and assist with the production of statutory company accounts, including bank reconciliations, income reconciliation, payroll, P11D compliance, introducer payments, and financial reporting.
• Oversee regulatory and financial compliance by managing FCA requirements, including GABRIEL submissions, Appointed Representative compliance, CPD records, professional renewals, PII, and liaising with the FCA, compliance consultants, and external accountants.
• Lead governance activities by chairing Investment and Proposition Committee meetings, organising board meetings, maintaining the business plan, overseeing the Training & Competence (T&C) scheme, monitoring file reviews, and producing Management Information (MI).
• Manage the firm's IT infrastructure, including hardware, software, third‑party technology platforms, and IT security, ensuring systems remain secure and efficient.
• Conduct regular adviser 1:1 meetings, supporting performance management, professional development, and ongoing regulatory compliance across the advisory team.
• Oversee all HR activities, including recruitment, onboarding, employment contracts, staff handbook updates, annual performance reviews, and employee incentive programmes.
• Coordinate company administration by managing business premises, maintaining relationships with suppliers and third‑party providers, and ensuring the smooth day‑to‑day operation of the business.
• Plan and deliver marketing campaigns while building strong relationships with external stakeholders, including accountants and other professional partners.

Requirements

• 5+ years in an operations or Senior Admin role within a regulated business.
• Demonstrable track record of managing a small‑to‑medium‑sized team.
• A degree‑level education.
• Level 4 Diploma, Prince 2, recognisable accounting qualification preferable.
• Tech‑savvy with advanced Excel skills and experience with back‑office financial software.
• Should be detail oriented, organised, enthusiastic, and self‑motivated.

Salary & Benefits

• Salary ranging from £45,000‑£55,000 (can be higher depending on experience).
• Quarterly bonus scheme (up to £11,000 p.a.). Projected bonus in 2026: £10,000.
• Private medical insurance and travel insurance with Vitality Health.
• Gym membership with Virgin Active or Pure Gym.
• Excellent pension scheme.
• Annual holidays.
• Hybrid working – option to work from home 2 days a week.

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